Episodes
7
Nov. 25, 2015
#7: Hearts on Twitter, Events After Thanksgiving, Preparing for Coaching Sessions
Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss hearts vs stars on Twitter, events you can hold between Thanksgiving and year-end, and the best way to prepare for a coaching session. Have a question? Use AskStephenAndKevin on Twitter or Instagram. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. Th...
6
Nov. 16, 2015
#6: Engaging Both Spouses, Trimming LinkedIn Connections, and Prospecting in a Vacation Market
Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss engaging both spouses with guest Veronica Dagher of the Wall Street Journal, whether or not you need to trim your LinkedIn connections, and how to prospect in a vacation market. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is...
4
Nov. 6, 2015
#5: Targeting NextGen Investors, Pros/cons of LinkedIn Premium, and Staying Clear of Social Media Compliance
Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor marketing strateg...
4
Nov. 2, 2015
#4: DIY Investors, Facebook Privacy Settings, , and Last-Minute Halloween Tips
Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss how to prospect DIY Investors, Facebook Privacy Settings, and offer some last minute Halloween tips for advisors. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial planners, an...
3
Oct. 23, 2015
#3: Delegating Social Media, Video Blogging, and Sourcing Names
Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss whether or not you should delegate social media, how you could start video blogging, and what exactly is "sourcing names." About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial pla...
1
Oct. 16, 2015
#1: Twitter's Big News, Events on the Cheap, and Business vs. Social Events
Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss Twitter's big news of eliminating the 140 character limit, how to host intimate client events without much of a budget, and whether or not all events need to be purely social. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a...
2
Oct. 16, 2015
#2: Paul Sullivan Interview, Twitter Prospecting, and Firing Your FA
Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss review meetings with Millennials with special guest Paul Sullivan from the New York Times, prospecting using Twitter, and the top reasons affluent investors leave their financial advisors. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli I...